Institutional Ownership Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM). We have compiled data on the 5,446 institutions that hold shares in the stock, with a total of 1.97 Billion shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
6,650
shares
|
$2 Million
0.31% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
6,646
shares
|
$2 Million
0.49% of portfolio
|
Q3 2025
Reduced 87.0%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
6,628
shares
|
$1.99 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
6,624
shares
|
$1.99 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
6,623
shares
|
$1.99 Million
1.55% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
6,603
shares
|
$1.98 Million
0.74% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
6,596
shares
|
$1.98 Million
0.37% of portfolio
|
Q4 2025
Reduced 22.9%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
6,589
shares
|
$1.98 Million
0.13% of portfolio
|
Q3 2025
Added 45.81%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
6,584
shares
|
$1.98 Million
0.63% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
6,570
shares
|
$1.97 Million
0.32% of portfolio
|
Q1 2024
Added 0.47%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
6,567
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
6,565
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.66%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,559
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
6,548
shares
|
$1.97 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,530
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
6,523
shares
|
$1.96 Million
1.44% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
6,516
shares
|
$1.96 Million
1.07% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
6,513
shares
|
$1.96 Million
0.47% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
6,479
shares
|
$1.95 Million
0.85% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
6,477
shares
|
$1.95 Million
0.9% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
6,466
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2023
Reduced 52.31%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
6,455
shares
|
$1.94 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
6,453
shares
|
$1.94 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
6,450
shares
|
$1.94 Million
0.36% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
6,443
shares
|
$1.94 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.17%
|
|